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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,315,512 | $111,814+1076.5% | $103,374+1172.6% | $145,959+801.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 35.85% | 24.77%+11.1pp | 24.89%+11.0pp | 561.95%-526.1pp |
| Employer contribution / active EE | $10,000 | $4,214+137.3% | $3,869+158.4% | $4,661+114.6% |
| Participant deferral / active EE | $14,580 | $5,618+159.5% | $5,058+188.3% | $6,689+118.0% |
| Admin fee / account holder | $34 | $9,754-99.7% | $8,394-99.6% | $13,398-99.7% |